In-Person Tax Associate - Client-Focused Returns & Training

H&R Block; Marble Falls (TX); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a Tax Associate for an in-person role to review clients' tax situations and provide clear guidance using both traditional methods and avanzada technology. You will use Copilot and ChatGPT to assist, while focusing on delivering accurate results and personalized service during peak tax season.

This apprenticeship-style position emphasizes training, ongoing learning, and building trust with clients, with opportunities to develop your tax knowledge and client relationships in a

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Experience in a customer service environment is desirable.
• Strong communication and the ability to ask clarifying questions.
• Familiarity with digital tools, including AI applications.
• Ability to explain tax concepts clearly and concisely.

Responsibilities

• Assist in reviewing client tax situations and provide guidance.
• Support tax return preparation using advanced technology.
• Ask open-ended questions to uncover client needs and opportunities.
• Build trust and strong client relationships through attentive service.
• Participate in ongoing training during tax season to stay up-to-date.

Skills

Communication skills

Customer service

Active listening

Problem solving

AI tools

Education

High school diploma

Bachelor's degree preferred

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Tax Associate for an in-person role to review clients' tax situations and provide clear guidance using both traditional methods and avanzada technology. You will use Copilot and ChatGPT to assist, while focusing on delivering accurate results and personalized service during peak tax season.

This apprenticeship-style position emphasizes training, ongoing learning, and building trust with clients, with opportunities to develop your tax knowledge and client relationships in a